Berkeley Investment Advisors

Berkeley Investment Advisors (CRD# 121223) is a financial advisory firm headquartered in San Francisco, CA. They manage $10,940,000 in 63 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    11
    MILLION
  • Total Number of Accounts
    63
    ACCOUNTS
  • Average Account Value
    $173,651
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Berkeley Investment Advisors
Showing 1 - 2 of 2 top financial advisors.
1
Ray A. Meadows
CRD#: 2875106
Hercules, CA
90
Wealthminder
score

Ray Meadows (CRD# 2875106) is an Investment Advisor Representative working at Berkeley Investment Advisors in Hercules, CA and has 1 year of experience in the finance industry.

2
Herb Meiberger
CRD#: 5752556
201 Spear Street, Suite 1100, San Francisco, CA 94105
90
Wealthminder
score

Herb Meiberger (CRD# 5752556) is an Investment Advisor Representative working at Berkeley Investment Advisors in San Francisco, CA and has 1 year of experience in the finance industry.

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